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A roundup of what The Globe and Mail’s market strategist Scott Barlow is reading this morning on the Web

Macquarie strategist David Doyle warns that despite the current third-quarter economic snapback, "Winter is Coming" for the Canadian economy,

“We remain pessimistic on Canada’s private sector growth prospects beyond a near-term boost from stability in energy capex, firm US activity, and an increased impact from federal infrastructure spending. Structural headwinds and a potential peak in housing investment and consumer leveraging are likely to pose significant constraints going forward. Accommodative fiscal and monetary policy should prevent a recession and result in a weakening currency. We continue to anticipate $0.69 CADUSD ($1.45 USDCAD) by end-17. While US nominal activity may pick up, this should have limited benefits for Canada.”

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